Dynamic Wealth Advisors
Dynamic Wealth Advisors (CRD# 151367) is a financial advisory firm headquartered in Phoenix, AZ. They manage $4,829,248,145 in 14,988 accounts and serve the financial needs of clients across 42 states (or territories).
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Total Assets Under Management4,829MILLION
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Total Number of Accounts14,988ACCOUNTS
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Average Account Value$322,208
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
AK, AL, AZ, CA, CO, CT, DE, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MT, NC, NE, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI, WY
Anthony Fischetti (CRD# 6812764) is an Investment Advisor Representative working at Dynamic Wealth Advisors in Phoenix, AZ and has over 6 years of experience in the finance industry.
Matthew Hoaglin (CRD# 7298104) is an Investment Advisor Representative working at Dynamic Wealth Advisors in Phoenix, AZ and has over 3 years of experience in the finance industry.
Riley Johnson (CRD# 7465381) is an Investment Advisor Representative working at Dynamic Wealth Advisors in Phoenix, AZ and has 1 year of experience in the finance industry.
Desiree Longoria (CRD# 7243623) is an Investment Advisor Representative working at Dynamic Wealth Advisors in Mcallen, TX and has over 4 years of experience in the finance industry.
Kelly McCann (CRD# 7900382) is an Investment Advisor Representative working at Dynamic Wealth Advisors in Agoura Hills, CA and has 1 year of experience in the finance industry.
Tomas McMillan (CRD# 2316315) is an Investment Advisor Representative working at Dynamic Wealth Advisors in Phoenix, AZ and has over 31 years of experience in the finance industry.
Luke Sutton (CRD# 6915764) is an Investment Advisor Representative working at Dynamic Wealth Advisors in Phoenix, AZ and has over 5 years of experience in the finance industry.
Stefan Wolf (CRD# 6095541) is an Investment Advisor Representative working at Dynamic Wealth Advisors in Phoenix, AZ and has over 3 years of experience in the finance industry.